Dave Maxwell CEBS® , AAMS®

Partner
LPL Financial Advisor
856-582-3500

Dave Maxwell has been a resident of Washington Township since 1979.  Dave has worked in the financial services industry for over 40 years.  His experience includes, but not limited to, institutional, retail and wholesale marketing of a wide variety of investment products.  In addition to these marketing initiatives, he also has considerable experience in both needs based financial planning and portfolio construction, and asset allocation* as well.

Dave is a graduate of Dickinson College in Carlisle, Pennsylvania.  He earned a Certified Employee Benefit Specialist designation sponsored jointly by the International Foundation of Employee Benefits and The Wharton School of the University of Pennsylvania.  Dave also obtained his Accredited Asset Management Designation from the College for Financial Planning.

Dave has also been very active in his community.  He was a co-founder of the 5th Quarter Football Club of Washington Township High School, as well as a co-founder of the Adam Taliaferro Foundation.  He has been a past President of the Washington Township Chamber of Commerce and a member of the Washington Township Rotary.

He and his wife, Sandy, have been married since they graduated from Dickinson together, and they have two children, a son Christopher, and a daughter Erin.

*Asset allocation does not ensure a profit or protect against a loss.

Danielle Forsman

Managing Partner
LPL Financial Advisor
856-582-3500

Danielle Forsman is a lifelong resident of Washington Township.  Danielle is a 1988 graduate of Washington Township High School. She and her husband Jeff have been married for thirty-one years and together they have a daughter, Sarah, a current student at Rowan University.

Danielle has worked in many industries, from accounting and real estate but most notably the restaurant and hospitality industry.  Prior to joining Dave, Danielle owned a catering business, R Fabulous Foods and was a Chef at a local Vineyard/Winery.  Also, she was an original owner of the Bus Stop Music Café in Pitman.

Danielle holds a Bachelor of Science in Finance from The Rohrer School of Business at Rowan University.  She achieved academic honors, as well as the prestigious Presidential Medallion Award.  Danielle is currently a licensed* LPL Financial Advisor and Insurance professional. 

Danielle began working with Dave Maxwell in 2016, and together they formed their business partnership of Maxwell Forsman Investment Services, Inc. in 2018.

 

*Securities registrations are held through LPL Financial.

Karen McCreery

Office Manager
856-582-3500

Karen McCreery grew up in Woolwich, New Jersey and graduated from Kingsway High School in 2000.  She has over fifteen years of experience in banking and real estate and is also a licensed Holistic Health and Wellness Coach.  Now more than ever she believes it is imperative to be well both financially and holistically in order to leave a meaningful legacy.

Karen enjoys spending time with her three children, teaching yoga and traveling.

She is very active in her church community, hosting a bi-weekly health and wellness crew for women, teaching the essentials of overall health.

Karen joined Maxwell Forsman Investment Services Inc. as Office Manager in January of 2022. She is providing our clients a tremendous value-added perspective with her approach to overall health, interrelating the importance of financial well-being as well as general health and wellness itself.